Dale Barrett is a Canadian tax lawyer, lecturer, and the #1 bestselling author of Tax Survival for Canadians: Stand Up to the CRA. He founded Barrett Tax Law in January 2009 and has represented thousands of clients in disputes with the Canada Revenue Agency, from individual audits to complex corporate reorganizations.
Dale's practice focuses on the intersection of tax disputes, corporate tax planning, and estate planning. On the dispute side, he represents individuals, business owners, and professional corporations through every stage of a CRA matter — audits, proposal-letter responses, Notices of Objection, voluntary disclosures, taxpayer relief applications, CRA collections, and appeals to the Tax Court of Canada and the Federal Court. He has handled files involving net worth assessments, gross negligence penalties, unreported income, shareholder benefits, GST/HST, director's liability, and section 160 derivative liability.
On the planning side, Dale works on section 85 rollovers, estate freezes, family trusts, Lifetime Capital Gains Exemption planning, and post-mortem and succession planning for incorporated professionals. He also advises on Canada-U.S. cross-border tax matters.
Dale is the author of several books on Canadian tax and estate planning and founded Accountant Institute, a continuing professional development platform for Canadian accountants. He is a frequent CPD lecturer and has been featured in Canadian media on tax matters. He is licensed in Ontario, British Columbia, and Alberta.
Practice highlights
- Founded Barrett Tax Law in 2009
- #1 bestselling author of Tax Survival for Canadians
- Founder of Accountant Institute, a CPD platform for Canadian accountants
- Frequent CPD lecturer on Canadian tax and estate planning
- Featured in Canadian media on tax matters